Client Service Activation Analyst

About the role

As a Client Service Activation Analyst at Asora, you will be responsible for onboarding new clients, ensuring a smooth transition onto the platform, and supporting clients throughout their activation journey. You will work closely with the product and engineering teams to deliver an exceptional client experience.

Responsibilities

• Lead client onboarding and activation processes end-to-end
• Configure client accounts, data feeds, and reporting structures
• Provide training and documentation to new platform users
• Troubleshoot and resolve client issues during onboarding
• Collaborate with product and engineering to communicate client feedback
• Maintain detailed records of client configurations and requirements

Requirements

• Experience in client services, onboarding, or implementation roles
• Strong understanding of financial data and wealth management concepts
• Excellent communication and relationship-building skills
• Detail-oriented with strong organisational skills
• Comfortable working with technical platforms and data tools
• Experience in fintech or family office sector is a plus